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Carolyn E. Douglas, CFP®

Integra Wealth Advisors, LLC

4900 Woodway Drive
Ste 1030
Houston, TX 77056
Phone: (713) 966-6156
Fax: (832) 408-7440

Toll-free: (888) 497-5703

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Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.